Filed March 16, 1998
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 55 · EIN 04-3046611 | Other Commissions | $22,830 |
Service code 37 · EIN 04-2647786 | Loan Processing | $8,606 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported that benefits due were not provided when due.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,836 | $44,059+6.3% | $71,671-34.7% | $69,631-32.7% |
| Participation rate | 53.2% | 60.8%-7.5pp | 68.7%-15.5pp | 70.7%-17.5pp |
| Annual return | 14.80% | 21.97%-7.2pp | 20.65%-5.9pp | 27571.02%-27556.2pp |
| Employer contribution / active EE | $1,130 | $1,305-13.4% | $2,460-54.1% | $2,032-44.4% |
| Participant deferral / active EE | $2,019 | $2,370-14.8% | $3,438-41.3% | $3,224-37.4% |
| Admin fee / account holder | $35 | $108-67.2% | $5,558-99.4% | $110-68.1% |